A change is as good as a rest they say. So here is a compliance related article that does not
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We have completed the latest upgrade to ATEB Suitability on 14th August 2022. This update comes at no additional cost
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Policy Statement PS 20-06 stated that a firm providing pension transfer advice “… may also not charge less than it
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The tentative question posed in the heading to this article refers to the vagueness of the rules around when disclosure
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Policy Statement PS20-06 states: “A firm may set a different level of non-contingent charges if they are not undertaking the
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ATEB has worked with many firms over the past few years in relation to defined benefit pension transfer advice. This
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FT Adviser published an article on 21 September under the heading ‘How to advise on DB transfers’. We would like
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We have completed the latest upgrade to ATEB Suitability on 20th September 2021. This update comes at no additional cost
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The rules that came into effect in October 2020 arrived under a headline objective of ‘banning contingent charging’. Inevitably, the
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“I’ve started so I’ll finish …”. A well known catchphrase first coined by Magnus Magnusson, the original presenter of the
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